Nick Perri Email & Phone Number

Greater Philadelphia

Owns enterprise-wide analytics program and strategic roadmap ensuring key initiatives deliver expected benefits. Provides consulting, coaching, and establishes best practices on more sophisticated analytics capabilities across the organization.

Greater Philadelphia

Provided consultative services for small businesses and non-profit organizations on data strategy, statistical analysis, and business intelligence solutions.

Led analytics team within corporate strategy focused on providing senior executives actionable insights through statistical analysis, dynamic dashboards, and predictive modeling. Delivered performance metrics on $169MM portfolio of strategic investments to C-Suite Executives.- Implemented intelligent processing of loan applications and associated documents, identifying $18MM in savings.- Led branch efficiency study uncovering $1.2MM in annual cost savings through elimination of non-value-add activities.- Directed engineering and visualization of a multi-dimensional business intelligence platform incorporating data from Jira, Confluence, Snowflake, and KeyedIn saving hundreds of collective hours navigating between platforms.- Established analytics consulting function, delivering ~$20MM / year in value through refined data engineering, process automation, and improved BI tools. - Transformed Excel-based reporting group into a team of analytics professionals, leveraging Snowflake, PowerBI, and Databricks in less than a year enabling multiple high-value projects requiring advanced technical skills.- Automated new employee onboarding process steps, improving on-time readiness rate 80%.- Created dynamic, actionable branch performance dashboard, resulting in a 40% improvement in key service adoption.- Eliminated need for 10+ intranet pages by consolidating analytics resources for 7 business units to a single site.

Designed and implemented the data and analytics strategy for the Relationship Management and Sales subdivision working closely with data science, IT, and marketing partners to provide actionable client insights.- Oversaw enhancements to data infrastructure enabling insights on ~$200B of annual inflows.- Coordinated initiatives across 3 analytics organizations to eliminate duplicative work, which included overlapping performance dashboards and engineering projects.- Optimized client populations to maximize advice adoption propensity, improving profitability 11%.

Malvern, Pa

Promoted to senior analyst role providing operational insights leveraging advanced analytics tools (SQL, Tableau, Python, R, SAS/JMP, ClickFox) for division-wide program dedicated to digitizing manual processes. Developed analytics literacy curriculum for Vanguard leaders and coached colleagues and leaders on the use of statistical techniques, visualization, and effective slide construction.- Refined advice and asset consolidation propensity models, driving ~$9MM in additional revenue.- Identified 36,000 hours of annual capacity savings associated with transition to digital forms.- Drove major policy change saving $400K annually by quantifying additional processing costs associated with executing transactions submitted via letter rather than standard form.

Malvern, Pa

Selected for newly developed role consulting with senior leaders to define analytics needs and answer key business questions through data.- Led study on relationship between client satisfaction scores and experiential factors, resulting in elimination of $2.1MM in costly phone communications.- Determined the most statistically effective outreach channel for driving new account platform adoption across various client behavioral clusters, improving adoption 8% while reducing cost of unnecessary communications.- Developed executive-level client intelligence dashboard in Tableau, allowing senior leaders to see critical trends.- Managed project with senior leaders to improve business reporting infrastructure and enhance the user experience for >700 employees at all levels.

Malvern, Pa

Promoted to lead development of client management infrastructure for high net worth retail business with >$800B in assets under management including CRM technology enhancements, analytics driven outreach, improving operational efficiency, and change management.- Led project using predictive analytics to identify an additional 5,000 advice service leads and generate >$3M/year in annual revenue.- Identified unaccounted for underperformance in key operational metric that once resolved saved >$1.7M towards fiscal plan.- Managed data and insights for two largest retail initiatives (combined budget of >$1.3B) and regularly produced data-driven strategic insights for senior leaders.- Led development of digital onboarding experience achieving annual savings of >$900K/year.

Scottsdale, Arizona

Promoted to manage and provide investment guidance to 620 households with assets totaling >$1.4B.- Led project evaluating CRM best practices across several industries and presenting transferable recommendations to senior management.- Launched new business model for Arizona site and supported subsequent expansion to quadruple original sandbox team.- Analyzed call volumes and reallocated resources to increase client base capacity by 20%.- Led department efforts to enhance CRM system to enable more efficient client management. - Built financial acumen through obtaining additional licenses and academic course work.- Researched and composed department talking points on current events including Vanguard exposure to subprime mortgages, the European debt crisis, and the stability of money market funds.

Scottsdale, Az

Executed requested trades and responded to shareholder inquiries regarding fund performance, account services, and administrative legal information.- Led project team identifying most common client inquiries and provided recommendations to reduce average handle time by >10%.- Developed and maintained knowledge of Vanguard’s funds, services, and related market factors.- Determined investor objectives and assisted in determining appropriate fund selections to meet client investment goals, time horizon, and risk tolerance.

Scottsdale, Az

Promoted to manage day-to-day club operations including hiring and supervision of >30 employees, maintaining schedules, and creating budgets for five inter-facility departments.- Collaborated with peers to set profitability goals and identify obstacles in functional areas.- Reduced delinquent memberships by 80%.- Composed and delivered club business plan to regional management team.

Washington D.C. Metro Area

Selected to identify tri-national engagement opportunities and recommend updates to environmental standards in compliance with NAFTA.- Partnered with federal and provincial authorities to compose status report on NAFTA environmental provisions and delivered findings to senior government officials.- Led presentations covering SEMARNAT’s mission and achievements to embassy guests.- Coordinated meetings with local NGOs to discuss embassy partnership.

Master’S Degree, Business Intelligence And Analytics

Activities and Societies: Beta Gamma Sigma Business Honor Society

Mba, International Business

Core Analytics Certification, Business Intelligence And Data Analytics

Certification program pairing Vanguard data professionals with Drexel's faculty to increase technical acumen and explore the latest.

Ba, Political Science, Certification In International Studies

Activities and Societies: ASU Rugby Football Club

Ba, Italian

Activities and Societies: ASU Rugby Football Club